Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Investment Management
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Cash Flow Management Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠


  • Master's Degree, International Finance, University of Delaware
  • Bachelor's Degree, Economics, University of Delaware


Family, tennis, golf, mountain biking, surfing and the performing arts.

Community participation

  • Board Member, The Delaware Care Plan

Professional associations

  • Member, Society of Human Resource Management
  • Member, Medical Group Management Association
  • Member, Chamber of Commerce, New Castle County
  • Instructor, Temple Pediatric Dentistry Residency Program
  • Member, Delaware Technology Forum